How to setup an additional contact to receive invoices:
- From the left menu, go to Children page and access the child’s record.
- Navigate to the Contacts tab.
- Select the contact you wish to setup the Receive invoices option for.
- Click the pencil icon to edit.
- Enable the Receive invoices option.
Once done with setting up the Receive invoices option for the contact/s, the system will retrieve their Name and email address when you send/email the invoices.
Access the Invoices tab on the Accounts page under the Finance & Accounts module. Select the invoices, click Email > Email detail invoice.
You can also click the X button to remove the contact.
